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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Lockhart | TX | 07/2012 | 03/2024 |
| Alliance Wealth Strategies, Llc | Lockhart | TX | 03/2024 | 11/2024 |
| Avantax Investment Services Inc. | Giddings | TX | 03/2024 | 11/2024 |
| Avantax Advisory Services | Giddings | TX | 03/2024 | 11/2024 |
| Avantax Insurance Agency, Llc | Giddings | TX | 03/2024 | 11/2024 |
| Dauntless Wealth Management, Llc | Lockhart | TX | 10/2024 | Present |
| Cetera Wealth Services, Llc | Lockhart | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DAUNTLESS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: This entity offers financial services related to financial planning, investment planning and management, and retirement planning and management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2024 ADDRESS: 1013 W San Antonio St, Suite 109, Lockhart TX 78644, United States DESCRIPTION: Duties and activities of a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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